WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.03M
3
+$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Top Sells

1
+$15.3M
2
+$14.1M
3
+$10.9M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$6.52M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$5.9M

Sector Composition

1 Technology 7.28%
2 Financials 3.82%
3 Healthcare 3.44%
4 Consumer Discretionary 3.09%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$358K 0.06%
3,754
-31
227
$355K 0.06%
4,498
+141
228
$340K 0.06%
5,520
+1,412
229
$332K 0.05%
19,767
-881
230
$326K 0.05%
5,469
231
$324K 0.05%
6,443
-1,266
232
$322K 0.05%
1,511
-320
233
$321K 0.05%
18,958
+394
234
$318K 0.05%
2,303
235
$315K 0.05%
3,200
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236
$313K 0.05%
7,459
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237
$309K 0.05%
18,085
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238
$307K 0.05%
515
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239
$304K 0.05%
1,027
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240
$296K 0.05%
8,300
241
$295K 0.05%
+208
242
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4,545
243
$288K 0.05%
2,802
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244
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245
$287K 0.05%
2,356
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246
$282K 0.05%
3,084
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247
$269K 0.04%
14,511
248
$266K 0.04%
4,444
+164
249
$263K 0.04%
9,618
-1,915
250
$257K 0.04%
2,027
+427
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